Overview of Fixed-Income Portfolio Management (2024 Level III CFA® Exam - Reading 10)
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Topic 4 - Fixed-Income Portfolio Management
Reading 10 - Overview of Fixed-Income Portfolio Management
LOS : Discuss roles of fixed-income securities in portfolio and how fixed income mandates may be classified.
LOS : Describe fixed-income portfolio measures of risk and return as well as correlation characteristics.
LOS : Describe bond market liquidity, including the differences among market sub-sectors, and discuss the effect of liquidity on fixed-income portfolio management.
LOS : Describe and interpret a model for fixed income returns.
LOS : Discuss the use of leverage, alternative methods for leveraging, and risks that leverage creates in fixed-income portfolios.
LOS : Discuss differences in managing fixed-income portfolios for taxable and tax-exempt investors.
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You are so welcome! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com
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Hi James,
Thank you so much for such a fantastic Level 2 video. I studied all the videos before my L2 attempt and managed to ace through, thanks again. Just wanted to check if it would be possible to upload CFA L3 content before the mid-Feb 2023. Will be extra confident if we get to study from your videos. Appreciate your kind effort for us students.
Agreed - Would pay for this! Thank you
@@loganmoulton8562 I have listened to him long and even communicated with James once. What drives him is his love for the subject!
Thank you for the kind words. We will not be able to finish all topics for Feb 2023, but we will try to released as many videos as possible leading up to the exam.
@@analystprep Ok, Noted. We just want to have confidence gained from your videos before attempting our L3 attempt. Awaiting future upload soon. Thanks a lot!
@@analystprep I would also very much appreciate cfa level 3 videos before February 2023! Many many thanks for the videos.
Awesome videos . Really helpful to me as I am doing self study for level 3 along with job. Just want to know did you upload all fixed income videos?. If not please upload all fixed income as this is my weakest point in level 2.
Yes, we did! It's much easier in level III, however!
Thank you for the video! The content quality is super good!
Hope to have the following videos very soon :)
Glad you like them! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a review here: trustpilot.com/review/analystprep.com
20:30 Bond price is inversely related to yield? Am I or he mistaken? Isnt it inversely related to interest rate? It stands to reason higher yield makes a bond more sought after
higher risk = higher yield
Can you prioritize videos on fixed income? Yield strategies and credit strategies :)
We should be in a position to post some of those videos next week!